Associates

Mary Wilcox

Kristie Lillie

CFP® and Certified Financial Planner™ are federally registered marks of the Certified Financial Planner Board of Standards, Inc.

Securities Offered Through J.W.Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services Offered Through Jonathan Roberts Advisory Group, Inc. (JRAG). Wilcox Tax and Financial Advisors, LLC. and JWC/JRAG are unaffiliated entities. 

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Wilcox Tax and Financial Advisors, LLC. are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.  Please note that not all of the investments and services mentioned may be available in every state. 

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